📊 Strategy Disclosure

Effective Date: April 1, 2026 | BENED LLC

⚠️ IMPORTANT DISCLAIMER

SIMULATED RESULTS ARE NOT INDICATIVE OF FUTURE PERFORMANCE.

All performance data shown in the Compendium is based on backtested simulations using historical price data. These simulations do NOT account for:

Past performance, whether real or simulated, does not guarantee future results.

1. Purpose of This Disclosure

This document provides complete transparency about the trading strategies available through TradeCraft's Compendium. We believe users should fully understand the algorithms that will manage their capital before deploying them.

This disclosure covers:

2. The Compendium: Trading Characters

The Compendium is a collection of 30 trading characters, each representing a distinct algorithmic trading strategy. Each character has been simulated against 114+ stock and crypto symbols using 2 years of historical minute-level data (February 2024 – February 2026).

Character Naming Convention

Characters are given memorable persona names (e.g., "Marcus," "Elena," "Viktor") to make strategy selection more intuitive. However, these are algorithmic strategies, not human traders or AI advisors.

Currently Active Characters

Anchor Refined
Asia Akemi
Band Snapper
Barry Btcorr
Bruno Breakout
Chaz Cheetah
Closer Refined
Crash Catcher
Crash Dip Hybrid
Crasher Macro
Crasher Oracle
Crasher Pro
Danny Dip
Dipster Refined
Earnings Stress
Fear Fade
Felix Firstr
Gary Gap
Grace Crossover
Howard Hour
Luke Liquidation
Macro Monday
Marcus Calm Sea
Marcus Credit Crisis
Marcus Fed Whisperer
Marcus Grave Dancer
Marcus Monday Gold
Marcus Panic Buyer
Marcus Reversal
Marcus Trend Dip
Marcus Triple Threat
Marcus Volume Panic
Marcus Yield Curve
Momo Momentum
Monday Masher
Nina Micro
Nina Nineema
Oracle Calm Dip
Orion Breakout
Penelope Swing
Professor Mean
Rebel Carl Crunch
Rebel Contraire
Rebel Max Marathon
Rebel Mila Mildew
Rebel Nora Newsflash
Rebel Quinn Quiet
Rebel Rex Freefall
Rebel Sage Serenity
Rebel Spike Volkov
Rebel Vera Vortex
Rebel Yuki Yielder
Reversion Refined
Rsi Storm Monday
Ruby Rubberband
Squeeze Monday
Storm Monday
Surge Breakout
Surge Pro
Torque Trend
Tradecraft Meta
Trent Follower
Vicky Vwap
Victor Calm Spike
Victor Credit Crunch
Victor Fear Dipper
Victor Fed Whisper
Victor Panic Surge
Victor Steep Curve
Victor Trend Rider
Victor Vol Seeker
Victor Volume
Victor Yield Hawk
Wally Whale
Wb Pro Credit
Wb Pro Yc
Wendy Weekend
Wrecking Ball
Yield Squeeze
Yield Stress
Yolanda Yolo

3. Strategy Types & Mathematical Formulas

Below are the primary strategy types employed by Compendium characters. Each character may use one or more of these approaches.

3.1 RSI Mean Reversion (Example: Marcus)

This strategy identifies oversold conditions using the Relative Strength Index and enters long positions when RSI is low and a reversal candlestick pattern appears.

RSI (Relative Strength Index) Calculation:
RS = Average Gain over N periods / Average Loss over N periods
RSI = 100 - (100 / (1 + RS))

Where N = lookback period (typically 14)
                
Entry Conditions (Marcus Reversal):
1. RSI(14) < 35 (oversold condition)
2. Hammer candlestick pattern detected:
   - Lower shadow ≥ 2× body size
   - Upper shadow ≤ 0.3× body size
   - Candle is bullish (close > open)
3. Price above minimum threshold ($5)
4. Volume above minimum threshold
                
Exit Conditions:
- Take Profit: 4% gain from entry
- Stop Loss: 2% loss from entry
- Trailing Stop: Activates at 2% profit, trails by 1%
                

Risks: Mean reversion strategies can suffer significant losses during strong trending markets. An "oversold" stock can continue falling.

3.2 EMA Crossover (Momentum)

Uses exponential moving average crossovers to identify trend changes.

EMA Calculation:
EMA = Price(today) × k + EMA(yesterday) × (1 - k)
Where k = 2 / (N + 1), N = period length

Common periods: 9, 21, 50, 200
                
Entry Conditions:
BUY: Fast EMA crosses ABOVE Slow EMA
SELL: Fast EMA crosses BELOW Slow EMA
                

Risks: Crossover strategies generate false signals in choppy, sideways markets. Lag in moving averages can result in late entries and exits.

3.3 Bollinger Bands (Volatility)

Uses price deviation from a moving average to identify overbought/oversold conditions.

Bollinger Bands Calculation:
Middle Band = SMA(20)
Upper Band = SMA(20) + (2 × Standard Deviation)
Lower Band = SMA(20) - (2 × Standard Deviation)
                
Entry Conditions:
BUY: Price touches or crosses below Lower Band
SELL: Price touches or crosses above Upper Band
                

Risks: Strong trends can cause prices to "walk the bands," triggering premature entries against the trend.

3.4 MACD (Trend Following)

Moving Average Convergence Divergence identifies momentum shifts.

MACD Calculation:
MACD Line = EMA(12) - EMA(26)
Signal Line = EMA(9) of MACD Line
Histogram = MACD Line - Signal Line
                
Entry Conditions:
BUY: MACD Line crosses above Signal Line
SELL: MACD Line crosses below Signal Line
                

Risks: Like all momentum indicators, MACD is a lagging indicator and may miss the best entry points.

3.5 Volume-Weighted Strategies

Incorporates trading volume as confirmation for price movements.

VWAP Calculation:
VWAP = Σ(Price × Volume) / Σ(Volume)

Cumulative throughout the trading session
                

Risks: Volume patterns that worked historically may not persist. Low-volume stocks may have unreliable VWAP signals.

4. How Simulations Are Conducted

4.1 Data Source

ParameterValue
Data Type1-minute and 5-minute OHLCV candles
Data RangeFebruary 2024 – February 2026 (2 years)
Total Candles10.1+ million
Symbols114+ US stocks, ETFs, and cryptocurrencies
SourceLicensed market data providers (historical) / Alpaca Markets (live)

4.2 Simulation Parameters

ParameterValue
Starting Capital$10,000 / $25,000 / $100,000
Position Sizing10% of portfolio per trade
Max Concurrent PositionsVaries by strategy
Slippage SimulationNot included
Commission SimulationNot included
⚠️ Important: Simulations assume perfect execution at candle close prices. Real trading involves slippage, partial fills, and latency that can significantly impact results.

4.3 Metrics Reported

5. Known Limitations

  1. Backtesting Bias: Strategies are optimized on historical data. This does not predict future performance.
  2. Survivorship Bias: Only currently tradeable symbols are tested. Delisted stocks are excluded.
  3. No Fees in Simulation: Real crypto trading incurs 0.25% per trade, which compounds significantly.
  4. Liquidity Assumptions: Simulations assume infinite liquidity at displayed prices.
  5. Single Symbol Testing: Each simulation runs one symbol at a time, not a diversified portfolio.
  6. Market Hours Only: Strategies are tested during regular market hours. Extended hours behavior may differ.

5a. Scoring System Methodology

TradeCraft assigns two complementary scores to each strategy+symbol combination. These scores are informational tools to help users understand historical backtest quality — they are not investment advice, recommendations, or predictions of future performance.

5a.1 Lifetime Quality Score ("Score")

A composite metric from 0–100 measuring overall backtest quality across the entire simulation history. Calculated as:

Score = Quality × Confidence
Quality (0-100) = weighted sum of five components:
  1. Return / Risk Ratio  (30%) — Total return divided by max drawdown
  2. Win Rate             (20%) — Percentage of profitable trades
  3. Drawdown Control     (20%) — Penalizes strategies with deep drawdowns
  4. Profit Factor        (15%) — Gross profit / Gross loss (Bayesian adjusted)
  5. Consistency          (15%) — Based on trade recency (last_trade_date)

Confidence (0.0 – 1.0) = based on trade count and recency:
  - Trade count: scales from 0 → 1.0 as trades approach 100
  - Freshness: decays if no trades in recent months
                

Interpretation:

Score RangeLabelMeaning
75–100Elite / PROStrong backtest across all metrics with high confidence
60–74GoodSolid performance with some areas for improvement
40–59FairMixed results — may have strengths offset by weaknesses
0–39WeakPoor backtest results, low confidence, or limited data

5a.2 Momentum Score ("Mom")

A 30-day trailing score from 0–100 measuring recent performance only. Uses the same Quality × Confidence model as the lifetime score but recalibrated for a shorter time window:

Momentum Score Calibration Differences:
- Window: Last 30 days only (vs. full simulation history)
- Min trades: 3 required (vs. higher threshold for lifetime)
- Full confidence at: 15 trades (vs. 100 for lifetime)
- Return scaling: Higher sensitivity (small 30-day gains score well)
- No freshness decay (all trades are inherently recent)
- Trade frequency replaces consistency (10+ trades/month = full marks)
                

Interpretation:

Score RangeLabelMeaning
75–100HotExceptional recent performance — high activity and returns
60–74ActiveStrong recent activity with good results
40–59ModerateSome recent activity; mixed or modest results
0–39QuietLow recent activity or poor recent results

5a.3 Spread Analysis (Score vs. Momentum)

Comparing the two scores reveals regime sensitivity — whether a strategy+symbol combination is currently performing above or below its historical baseline.

IndicatorConditionInterpretation
🔥 Heating Up Momentum exceeds Score by 20+ points Recent performance significantly outpaces lifetime average. May indicate a favorable market regime for this strategy. Does not predict continuation.
🧊 Cooling Off Score exceeds Momentum by 20+ points Recent performance lags behind lifetime average. May indicate an unfavorable current regime despite historically strong results. Does not predict continuation.
⚖️ Steady Within ±20 points Recent performance is consistent with historical average.

⚠️ Scoring Limitations

These scores are derived entirely from simulated backtest data. They reflect historical patterns, not future outcomes. Specific limitations include:

  • Scores can change significantly with each daily recalculation
  • Momentum scores are highly sensitive to a small number of recent trades
  • A high score does not mean a strategy is "safe" or will be profitable
  • A low score does not mean a strategy will lose money going forward
  • Spread indicators describe the past, not the future — a "Heating Up" signal is not a buy recommendation
  • Scores do not account for fees, slippage, or real-world execution

Scores are informational summaries of backtest history. They are not financial advice.

6. Source Code Availability

For complete transparency, the core strategy implementations are available for review upon request. Each character page in the Compendium includes a "Code Verified" badge linking to the exact source file, function, and line numbers implementing that strategy.

7. Updates to This Disclosure

This disclosure will be updated whenever:

7.1. When we update this disclosure, you will be notified by email at least 30 days before changes take effect if the changes are material (new risk factors, methodology changes, or removal of strategies).

7.2. A summary of what changed will be provided with each update.

7.3. You will be required to re-acknowledge the updated disclosure before deploying new agents.

8. Contact & Questions

If you have questions about any strategy, formula, or implementation detail:

We will respond to strategy-related inquiries within 5 business days.

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